Microsoft Planner & Teams Integration

Module 1: Introduction to Microsoft Planner

• Microsoft Planner overview: task management within Microsoft 365
• Planner and Microsoft 365 integration: Teams, Outlook, and SharePoint
• Planner plans: creating and organising plans within Groups
• Planner interface: Board, Charts, Schedule, and Backlogs views

Module 2: Tasks and Buckets

• Creating tasks: title, assigned to, due date, priority, and notes
• Buckets: organising tasks into workflow stages or categories
• Task labels: colour-coded tagging for categorisation and filtering
• Checklists: adding sub-items and progress tracking within tasks

Module 3: Task Assignment and Collaboration

• Assigning tasks to team members: single and multiple assignees
• Task comments: in-task discussions and file attachments
• @mentions in Planner tasks for team notifications
• Task progress: Not Started, In Progress, and Completed status

Module 4: Planner Views and Reporting

• Board view: Kanban-style task management across buckets
• Charts view: task status, priority, assignment, and bucket summary charts
• Schedule view: calendar-based task scheduling and due date visualisation
• Planner hub: cross-plan task visibility for all assigned tasks

Module 5: Microsoft Planner and Microsoft Teams

• Adding Planner as a Teams tab: embedding plans within team channels
• Creating tasks from Teams messages: turning conversations into actions
• Teams and Planner notifications: staying updated on task changes
• Using Planner for team stand-ups and sprint planning in Teams

Module 6: Microsoft To Do and Planner Integration

• Microsoft To Do: personal task management and My Day planning
• Assigned Planner tasks in To Do: unified personal and team task view
• Flagged emails: turning Outlook emails into To Do tasks
• Managing personal and team tasks across Planner and To Do

Module 7: Power Automate Integration

• Power Automate with Planner: creating tasks from form submissions
• Automated notifications: alerting managers on task completion
• Syncing Planner tasks with SharePoint lists via Power Automate
• Building approval workflows that create Planner tasks on approval

Module 8: Capstone Project and Assessment

• Microsoft Planner setup: plans, buckets, and task assignment
• Teams integration: embedded plan with task creation from messages
• Power Automate flow: automated task creation and notification workflow
• Final assessment and course certification

Experience in the Industry Learn from Microsoft 365 consultants and productivity specialists who have implemented Microsoft Planner for project teams, IT departments, and business units within Microsoft 365 enterprise environments.

Backgrounds at the Top Our Microsoft Planner trainers have worked at Microsoft partner organisations and enterprise IT teams helping businesses adopt Planner as part of a broader Microsoft 365 digital workplace strategy.

Clear & Effective Teaching Microsoft Planner tasks, buckets, views, Teams integration, Microsoft To Do, Power Automate workflows, and cross-Microsoft 365 task management are explained with real workplace productivity examples.

Hands-On Learning Focus Students create Planner plans, assign and manage tasks, embed Planner in Teams, connect To Do, build Power Automate flows, and configure cross-plan dashboards through structured hands-on labs.

Up-to-Date Knowledge Trainers keep content current with the latest Microsoft Planner updates, the new Planner app in Teams combining Planner and Project for the web, Copilot integration, and evolving Microsoft 365 work management best practices.